Flagship Wealth Planning

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Mark Grossmann, Private Wealth Advisor serving the Jericho, NY area - Ameriprise Advisors

Mark Grossmann

CFP®, APMA®, ChFC®, CRPC®, CMFC®

Private Wealth Advisor

Managing Partner of Flagship Wealth Planning
Visit Mark Grossmann's website
Gerard Simonelli, Financial Advisor serving the Jericho, NY area - Ameriprise Advisors

Gerard Simonelli

CFP®, CDFA®, CKA®, ChFC®, APMA®, CLU®

Financial Advisor

Managing Partner of Flagship Wealth Planning
Visit Gerard Simonelli's website

Team

Robin Geltman

Robin Geltman

Client Service Specialist

Sal Lupo

Sal Lupo

Client Relationship Manager

Qualifications

  • MBA
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